Brown Wealth Management, LLC Reduced Holdings in Q3 2024

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PMAR
Innovator U.S. Equity Power Bu

ETFs
-59.7K
- 67.14%
$36.89 - $39.25 $2.2M - $2.34M
29.2K $1.15B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-32K
- 30.78%
$75.47 - $83.18 $2.42M - $2.66M
72K $5.98B
SUB
Ishares Short Term National Mu

ETFs
-17K
- 12.98%
$104.3 - $106.3 $1.77M - $1.8M
114K $12.1B
POCT
Innovator U.S. Equity Power Bu

ETFs
-11.2K
- 36.35%
$37.79 - $38.95 $423K - $436K
19.6K $763M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.68K
- 23.7%
$47.01 - $48.2 $220K - $225K
15.1K $725M
XDSQ
Innovator Etfs Tr Us Equity Ac
-4.38K
- 29.98%
$31.47 - $35.08 $138K - $154K
10.2K $358M
NVDA
Nvidia Corp

Technology
-557
- 3.73%
$98.91 - $134.91 $55.1K - $75.1K
14.4K $1.75B
PSEP
Innovator U.S. Equity Power Bu
-3.08K
- 9.05%
N/A
30.9K $1.19B
Vanguard Wellington Fd
-741
- 27.19%
N/A
1.98K $201M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.56K
- 5.51%
$92.63 - $105.69 $144K - $165K
26.7K $2.78B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.71K
- 19.93%
$34.29 - $36.04 $58.7K - $61.7K
6.88K $248M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.46K
- 4.65%
$34.72 - $36.88 $50.6K - $53.7K
29.9K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 5.88%
$517.38 - $573.86 $19.7K - $21.8K
608 $349M
JPM
Jpmorgan Chase & CO

Financial Services
-114
- 4.31%
$194.9 - $224.8 $22.2K - $25.6K
2.53K $533M
KOCT
Innovator Laddered Fund Of U.S
-541
- 6.23%
N/A
8.15K $247M
IOCT
Innovator Etfs Tr Intl Dev Pow
-529
- 5.06%
N/A
9.92K $305M
VEA
Vanguard Ftse Developed Market

ETFs
-24.5K
- 6.42%
$47.6 - $53.31 $1.17M - $1.31M
358K $18.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-151
- 3.91%
$61.11 - $67.85 $9.23K - $10.2K
3.71K $252M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-903
- 7.0%
$41.9 - $48.26 $37.8K - $43.6K
12K $574M
EMB
Ishares Tr

ETFs
-56
- 1.9%
$87.75 - $93.74 $4.91K - $5.25K
2.9K $271M
IVW
Ishares S&P 500 Growth ETF

ETFs
-30
- 0.68%
$84.77 - $97.13 $2.54K - $2.91K
4.37K $418M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-143
- 5.64%
$256.4 - $289.78 $36.7K - $41.4K
2.39K $679M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.23K
- 7.05%
$73.43 - $80.37 $163K - $179K
29.3K $2.36B
PDEC
Innovator U.S. Equity Power Bu
-58
- 0.21%
N/A
28.2K $1.08B
IWN
Ishares Russell2000 Val ETF

ETFs
-11
- 0.41%
$150.05 - $171.34 $1.65K - $1.88K
2.66K $444M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.2K
- 5.05%
$27.24 - $30.76 $32.6K - $36.9K
22.5K $685M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-692
- 3.02%
$69.31 - $77.34 $48K - $53.5K
22.2K $1.7B
VBR
Vanguard Small Cap Value ETF

ETFs
-154
- 1.01%
$179.99 - $201.6 $27.7K - $31K
15.1K $3.04B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-380
- 0.91%
$83.76 - $91.82 $31.8K - $34.9K
41.4K $3.78B
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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